DigitalBridge Group, Inc. 13F Holdings

Holdings from the most recent 13F from DigitalBridge Group, Inc.

Filed: 2025-08-13 (Q2 2025) | Holdings: 133 | Value: $1.0B | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
EQIX - EQUINIX INC
Reduce 61% $(107.6M)
6.79%
$68.9M
SBAC - SBA COMMUNICATIONS CORP NEW
Reduce 53% $(76.5M)
6.74%
$68.5M
-20.06%
-9.02%
DOX - AMDOCS LTD
Add 2% ($1.2M)
5.01%
$50.8M
-24.39%
-11.31%
T - AT&T INC
Reduce 5% $(2.6M)
4.51%
$45.8M
AMZN - AMAZON COM INC
Add 21% ($7.4M)
4.18%
$42.5M
-8.41%
+3.21%
PWR - QUANTA SVCS INC
Reduce 10% $(4.3M)
3.67%
$37.2M
+44.57%
+13.01%
LYV - LIVE NATION ENTERTAINMENT IN
Add 3% ($896.9K)
3.58%
$36.4M
-3.45%
-13.99%
STX - SEAGATE TECHNOLOGY HLDNGS PL
Reduce 19% $(8.3M)
3.44%
$35.0M
NVDA - NVIDIA CORPORATION
Add 11% ($3.5M)
3.42%
$34.7M
-2.96%
+5.80%
LITE - LUMENTUM HLDGS INC
Reduce 14% $(5.7M)
3.34%
$33.9M
ERIC - TELEFONAKTIEBOLAGET LM ERICS
Reduce 18% $(7.1M)
3.12%
$31.7M
+49.74%
+29.15%
CIEN - CIENA CORP
Reduce 14% $(5.1M)
3.00%
$30.5M
+317.99%
+106.41%
DIS - DISNEY WALT CO
Reduce 3% $(908.9K)
2.94%
$29.8M
-15.97%
-8.38%
AVGO - BROADCOM INC
Reduce 18% $(6.4M)
2.86%
$29.1M
ANET - ARISTA NETWORKS INC
Reduce 17% $(5.8M)
2.85%
$29.0M
VRT - VERTIV HOLDINGS CO
Reduce 16% $(5.5M)
2.82%
$28.7M
CCOI - COGENT COMMUNICATIONS HLDGS
Reduce 40% $(18.9M)
2.77%
$28.1M
-42.88%
-46.90%
TKO - TKO GROUP HOLDINGS INC
Reduce 14% $(4.4M)
2.59%
$26.4M
+7.32%
-2.79%
RCI - ROGERS COMMUNICATIONS INC
Add 5% ($1.2M)
2.40%
$24.4M
CRM - SALESFORCE INC
New Purchase
2.38%
$24.1M
WMG - WARNER MUSIC GROUP CORP
Reduce 10% $(2.4M)
2.07%
$21.1M
BE - BLOOM ENERGY CORP
Add 9% ($1.7M)
2.06%
$20.9M
+226.80%
+169.87%
CMCSA - COMCAST CORP NEW
New Purchase
1.67%
$17.0M
-4.26%
-15.06%
TRNO - TERRENO RLTY CORP
New Purchase
1.41%
$14.3M
+16.74%
+13.50%
OUT - OUTFRONT MEDIA INC
Reduce 50% $(13.3M)
1.32%
$13.4M
+48.62%
+20.98%
KRG - KITE RLTY GROUP TR
Add 35% ($3.4M)
1.30%
$13.2M
+17.74%
+6.03%
TDS - TELEPHONE & DATA SYS INC
Reduce 13% $(1.7M)
1.07%
$10.9M
CCI - CROWN CASTLE INC
Reduce 81% $(42.7M)
1.00%
$10.2M
VRE - VERIS RESIDENTIAL INC
Add 113% ($5.3M)
0.98%
$10.0M
CBRE - CBRE GROUP INC
Reduce 11% $(994.9K)
0.79%
$8.0M
-14.06%
-2.51%
NTST - NETSTREIT CORP
Reduce 58% $(7.4M)
0.53%
$5.4M
USM - UNITED STATES CELLULAR CORP
New Purchase
0.42%
$4.2M
BRDG - BRIDGE INVT GROUP HLDGS INC
Add 13% ($464.8K)
0.40%
$4.1M
AIV - APARTMENT INVT & MGMT CO
Reduce 7% $(321.8K)
0.39%
$4.0M
LXP - LXP INDUSTRIAL TRUST
New Purchase
0.37%
$3.8M
+18.51%
+14.48%
GLPI - GAMING & LEISURE PPTYS INC
Reduce 2% $(88.7K)
0.36%
$3.6M
+1.41%
-1.67%
PLD - PROLOGIS INC.
Reduce 100%
0.00%
$0.00
AMT - AMERICAN TOWER CORP NEW
Reduce 100%
0.00%
$0.00
HPE - HEWLETT PACKARD ENTERPRISE C
Reduce 100%
0.00%
$0.00
DLR - DIGITAL RLTY TR INC
Reduce 100%
0.00%
$0.00